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Senior Paraplanner – Hybrid Financial Planning
Saltus
In this hybrid role, you will analyze client information, conduct tax calculations, and produce cashflow models and suitability reports. A financial planning firm in Farnham is seeking an...
About this role
About the Company
Saltus is a financial planning firm dedicated to providing high-quality advice and services to its clients.
Key Highlights
- ✓ Hybrid working model offering flexibility
- ✓ Involves detailed analysis of client financial information
- ✓ Opportunity to produce cashflow models and suitability reports
- ✓ Ideal for candidates with strong technical expertise
- ✓ Collaborative team environment in a reputable firm
💡 Honest Take: This role is suited for experienced Paraplanners looking for flexibility, but may require long hours during busy periods. Candidates should be prepared for a demanding yet rewarding workload.
We may receive a referral fee when you apply through our links.
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